+122.1%
ATR price history and return analytics
+221.8%
-99.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | +0.8% | +2.4% | -1.6% | -0.9% |
| 30D | +19.4% | -1.5% | +20.9% | +20.5% |
| 3M | +8.3% | -4.1% | +12.4% | +11.3% |
| 6M | +22.2% | +0.6% | +21.7% | +21.0% |
| YTD | +19.1% | +11.0% | +8.0% | +9.5% |
| 1Y | +20.8% | +13.3% | +7.5% | +9.4% |
| 3Y | +19.5% | +73.4% | -53.9% | -21.4% |
| 5Y | +16.3% | +57.4% | -41.2% | -18.6% |
| All | +122.1% | +221.8% | -99.7% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling